DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Yfp Wealth
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Angel Melgoza | Origin Investment Advisory LLC independent RIA | Yfp Wealth independent RIA | RIA to RIA | Dec 2, 2022 | Jan 4, 2023 (33 d) |
| Christina Michelle Slavonik | Keener Financial Planning independent RIA | Yfp Wealth independent RIA | RIA to RIA | Apr 7, 2021 | May 14, 2021 (37 d) |
| Kelly Reddy-Heffner | Financialogiq unclassified | Yfp Wealth independent RIA | Other | Dec 23, 2020 | Dec 6, 2020 |
| Christina Michelle Slavonik | Quest Capital Management, Inc. independent RIA | Yfp Wealth independent RIA | RIA to RIA | Feb 19, 2019 | Dec 17, 2019 (301 d) |
| Timothy Jason Baker | Cambridge Investment Research Advisors, Inc. other | Yfp Wealth independent RIA | Other | Jun 2, 2016 | Feb 11, 2019 (984 d) |
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5 moves match.